Overview
Tuesday, October 22
Total balance
$128,450.32
+$2,340.18 (1.85%)
this month
Portfolio
$96,240.08
+$14,820 (18.2%)
this year
1D
1W
1M
6M
1Y
All
Sep 22
Sep 29
Oct 6
Oct 13
Oct 22
Income this month
$18,240.00
vs last month
8.2%
Spending this month
$4,820.14
vs last month
3.4%
Savings rate
73.6%
Target 60%
on track
Recent transactions
All
Income
Spending
Payroll · Meridian LabsDirect deposit · Today, 09:14
Income
+$8,240.00
Aesop · ZurichCard 4411 · Today, 08:22
Retail
−$142.00
Cinema PiccadillyCard 4411 · Yesterday
Entertainment
−$28.50
Sarah K. · Split dinnerTransfer · Yesterday
Transfer
+$62.00
Notion · Team planSubscription · Oct 20
Software
−$48.00
Blue Bottle CoffeeCard 4411 · Oct 20
Food
−$6.80
Accounts
See allEverydayChecking · 4411
$8,240.14
SavingsHigh yield · 2.85%
$23,970.10
InvestmentsBrokerage
$96,240.08
VaultLong term
$14,820.00